Governance

Posts filed under Governance.

Topic

  • The AI Policy Template That Fits on One Page

    Most firms that adopted AI never wrote the rules down, and the thirty-page policies that exist go unread. This is the six-rule policy I have watched hold across 150+ service units: one page, spells POLICY, and it covers the one thing no downloadable template does, agents.

  • Delegate the Inputs, Own the Outputs

    62% of SMB leaders say they are very confident handing high-stakes work to AI agents. Zero surveyed accounting firms fully trust AI. Both stare at the model. Two properties of the task, can you check it and can you undo it, decide what an agent can run without you.

  • Shadow AI: The AI Your Firm Already Uses (That You've Never Seen)

    Shadow AI — employees using AI tools nobody sanctioned — is already inside your firm. Official adoption runs 10 to 22 percent while actual use runs 73 to 85 percent, and nobody checks what reaches a client. The five failure modes I keep seeing, and the one conversation to have this week.

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